EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.24M
3
+$7.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$6.89M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$6.72M

Top Sells

1
+$6.64M
2
+$2.74M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.06M
5
PLTR icon
Palantir
PLTR
+$1.73M

Sector Composition

1 Technology 12.26%
2 Financials 6.71%
3 Consumer Discretionary 6.69%
4 Industrials 3.38%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$3.27K ﹤0.01%
364
+82
2527
$3.26K ﹤0.01%
227
+27
2528
$3.25K ﹤0.01%
+223
2529
$3.24K ﹤0.01%
289
-192
2530
$3.24K ﹤0.01%
51
+13
2531
$3.22K ﹤0.01%
53
+42
2532
$3.21K ﹤0.01%
470
-715
2533
$3.2K ﹤0.01%
+134
2534
$3.2K ﹤0.01%
+130
2535
$3.16K ﹤0.01%
72
+29
2536
$3.15K ﹤0.01%
96
+45
2537
$3.15K ﹤0.01%
270
-1,477
2538
$3.14K ﹤0.01%
152
+9
2539
$3.14K ﹤0.01%
425
-5,115
2540
$3.13K ﹤0.01%
252
2541
$3.12K ﹤0.01%
43
2542
$3.11K ﹤0.01%
+52
2543
$3.1K ﹤0.01%
516
+255
2544
$3.09K ﹤0.01%
50
+16
2545
$3.09K ﹤0.01%
39
+4
2546
$3.08K ﹤0.01%
33
-5
2547
$3.07K ﹤0.01%
128
+107
2548
$3.06K ﹤0.01%
+130
2549
$3.05K ﹤0.01%
26
+6
2550
$3.05K ﹤0.01%
141
+49
100 101
102
103 104